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  In Asia c'è una guerra delle monete (ma riguarda anche l'Europa) 14 ago 2026 | 10:03 Ascolta l'articolo 12 min i Dietro le oscillazioni quotidiane dei cambi si intravede una questione più grande: se l’Asia entrerà in una nuova stagione di svalutazioni competitive, oppure se Washington riuscirà a spingere le principali economie della regione verso monete più forti Silenziosa, felpata, in tutta l’Asia si sta combattendo una guerra delle monete . In apparenza è una vicenda interna alla competizione commerciale e industriale fra l’America e i suoi maggiori partner o rivali dell’Estremo Oriente: Cina, Giappone, Corea, Taiwan. Ma l’Europa ha torto a disinteressarsene . Quella guerra è stata innescata dalle svalutazioni competitive di potenze commerciali che sono in diretta concorrenza con gli europei. Ciò che accade lungo l’asse fra Washington e Pechino, Tokyo, Seul, ha un impatto notevole sull’economia europea. In sostanza: fin qui l’Estremo Oriente si è ripreso con la leva mo...
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Hyper scalers’ borrowing binge shakes up foreign credit trading  Flood of bond issu ance pushes up costs in Cana dian dol lars, Swiss francs and ster ling  Financial Times UK 14 Aug 2026 EMILY HERBERT — LONDON MICHELLE CHAN — NEW YORK  A flood of for eign cur rency bond issu ance by Big Tech groups is shak ing up the world’s smal ler credit mar kets, push ing bor row ing costs higher and caus ing local issuers to shift the tim ing of their deals, investors have said. Sil icon Val ley’s so-called hyper scalers, includ ing Amazon and Google par ent Alpha bet, have this year star ted issu ing debt in for eign cur ren cies includ ing the Swiss franc, Brit ish pound and Cana dian dol lar as they tap new fund ing sources in the race for AI dom in ance. The size of their deals has put the hyper scalers among the biggest issuers in those mar kets, in some cases crowding out other com pan ies, ana lysts said. Alpha bet raised C$8.5bn ($6.1bn) earlier this year, briefly the biggest...
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  Die Vermessung der Unabhängigkeit der EZB Neuer Indikator : 14.08.2026, 12:27 Lesezeit: 4 Min. Nicht nur die amerikanische Notenbank Fed kennt politischen Druck, auch die EZB. Angesichts steigender Staatsschulden in Europa könnte der jetzt wieder zunehmen. Die Commerzbank analysiert das mit KI. Um die Attacken von US-Präsident Donald Trump auf die Notenbank Federal Reserve (Fed) ist es gerade etwas ruhiger geworden. Seit sein Wunschkandidat Kevin Warsh dort das Ruder übernommen hat, beließ Trump es bei kleinen Spitzen. Das könnte sich aber rasch ändern, wenn die Fed die Zinsen erhöhen müsse, schreiben die Ökonomen der Commerzbank in einer Studie. Die Bank hat einen neuen Index entwickelt, der politischen Druck auf Notenbanken mithilfe der Künstlichen Intelligenz (KI) in Zahlen fassen soll. Er nennt sich „Central Bank Pressure Index“, kurz CBPI. Es geht um eine Veranschaulichung. Für diesen Index werden, vereinfacht gesagt, Reden und Äußerungen von Politikern durch automatisierte...
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  Xi’s Secretive Graft Purges Spawn Underground Market for Leaks Xi JinpingPhotographer: Evan Vucci/Pool/Getty Images By Bloomberg News August 13, 2026 at 8:00 AM GMT+10 Updated on August 13, 2026 at 5:15 PM GMT+10 Save Translate 8:03 Takeaways by Bloomberg AI The black box around Xi Jinping’s corruption crackdown has long fueled political gossip in China. Now, an underground market is emerging for selling purported secrets on who might be next to fall. Across China’s tightly controlled internet, authorities are playing whack-a-mole to stop shadowy users who peddle access to groups claiming to leak details of which officials are under scrutiny, according to a recent report from Banyuetan, a magazine published by the official Xinhua News Agency. Members are typically charged a small entry fee, with access to more exclusive chat rooms promising better tips fetching as much as 399 yuan ($59), the report said. Clues are often cryptic: A cadre’s resume is posted without explanation, or ...
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  L'editoriale di Federico Fubini TRE AZIONI PER AIUTARE L’UCRAINA P ochi giorni prima dell’aggressione all’Ucraina del 24 febbraio 2022, non tutti nella cerchia attorno a Vladimir Putin volevano la guerra. Persino le persone a lui più fedeli cercarono di fargli capire che era meglio prendere tempo. Non voleva la guerra Sergey Naryshkin, il capo dell’intelligence estera di Mosca, umiliato dal leader durante la riunione del Consiglio di sicurezza trasmessa in tivù. Non la voleva Dmitri Kozak, il vicecapo dell’amministrazione presidenziale, che aveva la delega per l’Ucraina e in seguito sarebbe stato rimosso. Non voleva la guerra Valentina Matviyenko, presidente del Consiglio della federazione russa e terza carica dello Stato. E aveva suggerito di continuare a negoziare con gli americani persino Sergey Patrushev, l’antico collega di Putin nel Kgb che oggi presiede il Consiglio di sicurezza dopo una lunga carriera a capo dei servizi segreti. Nessuno di loro è mai stato un moderato. Ko...
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  A supermarket in Beijing, October 2024 - Florence Lo / Reuters China’s Hunger Games How Beijing Turned Its Food Insecurity Into Geopolitical Leverage Caitlin Welsh and Brian Hart | August 11, 2026 Among the many sectors shaping China’s economic strategy toward the United States and other Western countries, few are as important as food and agriculture. As one of the world’s largest importers of agricultural products, China has frequently used access to its vast markets as leverage in trade negotiations. In 2025, for instance, it suspended soybean imports from the United States for several months—a major setback for U.S. farmers—in response to U.S. President Donald Trump’s “Liberation Day” tariffs. As part of Trump and Chinese leader Xi Jinping’s fragile trade truce in May of this year, China agreed to purchase at least $17 billion per year of U.S. agricultural goods for the remainder of Trump’s presidential term, and it restored market access for U.S. beef and poultry imports fr...
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